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Podcast: RiskReversal Pod
Episode: Miami “Vice” with Vincent Daniel & Porter Collins. Plus a Conversation with FactSet CEO Phil Snow
Description: Danny Moses is joined by his “Big Short” colleagues Vincent Daniel and Porter Collins for a special “What Are We Doing” drop. They hit the Fed meeting/Powell speech (3:00), central banks’ impact on the markets (6:45), an “uneven” economy (9:00), names they are long (11:45), energy stocks (16:15), Tesla (17:15), Carvana (21:00), vice stocks (24:00), why Vinny likes Philip Morris (27:00), huge news in the Cannabis industry (28:30), and Danny’s Kentucky Derby picks (29:30).Later, Dan Nathan and Guy Adami sit down with FactSet CEO Phil Snow at the company’s Focus event in Miami to discuss key themes from the conference, AI, and innovations in...